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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,490 | $86,655+27.5% | $119,608-7.6% | $66,930+65.1% |
| Participation rate | 97.4% | 75.6%+21.9pp | 79.3%+18.2pp | 69.8%+27.6pp |
| Annual return | -16.55% | -8.00%-8.5pp | -14.98%-1.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $4,029 | $2,536+58.9% | $4,232-4.8% | $2,545+58.3% |
| Participant deferral / active EE | $6,960 | $4,358+59.7% | $5,601+24.3% | $4,238+64.2% |
| Admin fee / account holder | $54 | $755-92.9% | $10,326-99.5% | $593-91.0% |